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M
MattWindsor
Level 3
October 3, 2025
Solved

Nested Document List to Show Approval Report

  • October 3, 2025
  • 1 reply
  • 214 views

Hi,

 

Can anyone help me with trying to get the document approval date to show in this field please? I've added {currentVersion}.{approvalDate} but it does nothing. I'm in a project report.

 

displayname=Quote Approval Date
listdelimiter=<p>
listmethod=nested(documents).lists
type=iterate
valueexpression=IF(!ISBLANK({currentVersion}.{proofID}),IF(CONTAINS("Quote",{currentVersion}.{fileName}),{currentVersion}.{approvalDate},""),"")
valueformat=HTML
width=200

 

Thanks

Matt

Best answer by AshpektSolutions

It seems you’re trying to access the document approval field from the Project (parent) object, which isn’t directly available and that is the reason you're getting nothing / blank.

The easier approach is to create a Document Approval Report, where the Approval Date field is by default and you can then filter it for documents containing “Quote”.

Alternatively, you can capture this value using Fusion and store it in a custom field on the Project, so it’s visible in your Project Report.

1 reply

AshpektSolutions
AshpektSolutionsAccepted solution
Level 2
October 5, 2025

It seems you’re trying to access the document approval field from the Project (parent) object, which isn’t directly available and that is the reason you're getting nothing / blank.

The easier approach is to create a Document Approval Report, where the Approval Date field is by default and you can then filter it for documents containing “Quote”.

Alternatively, you can capture this value using Fusion and store it in a custom field on the Project, so it’s visible in your Project Report.

M
MattWindsorAuthor
Level 3
October 6, 2025

Hi, thanks for the information. I'm going to go down the separate report to pull in this information as we don't use Fusion.

Thanks again!
Matt

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